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Portfolio (Quarterly) Guide ↗

Cresset Asset Management, LLC

· CIK 0001761013
13F Portfolio $20.1B AUM 1,429 positions Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 1429 New
Page 65 of 72  ·  1,429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 JOYY JOYY INC Communication Services 4,067.0 $210K 0.00% NEW $51.72 +28.9%
1282 RMBS RAMBUS INC DEL Technology 3,282.0 $210K 0.00% NEW $64.02 +79.2%
1283 NU NU HLDGS LTD Financial Services 15,241.0 $209K 0.00% NEW $13.72 -4.0%
1284 IONQ IONQ INC Technology 4,864.0 $209K 0.00% NEW $42.97 +14.8%
1285 INSTALLED BLDG PRODS INC 1,157.0 $209K 0.00% NEW $180.27
1286 IMCV ISHARES TR 2,745.0 $209K 0.00% NEW $75.98 +21.3%
1287 INGERSOLL RAND INC 2,504.0 $208K 0.00% NEW $83.18
1288 FTA FIRST TR EXCHANGE-TRADED ALP 2,648.0 $208K 0.00% NEW $78.63 +24.5%
1289 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 18,256.0 $207K 0.00% NEW $11.37 +5.9%
1290 LKQ LKQ CORP Consumer Cyclical 5,594.0 $207K 0.00% NEW $37.01 -27.0%
1291 MLM MARTIN MARIETTA MATLS INC Basic Materials 377.0 $207K 0.00% NEW $549.09 +12.2%
1292 FTV FORTIVE CORP Technology 3,954.0 $206K 0.00% NEW $52.13 +17.9%
1293 ON ON SEMICONDUCTOR CORP Technology 3,933.0 $206K 0.00% NEW $52.41 +73.0%
1294 ATS CORPORATION 6,466.0 $206K 0.00% NEW $31.88
1295 SIRI SIRIUSXM HOLDINGS INC Communication Services 8,970.0 $206K 0.00% NEW $22.97 +23.4%
1296 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,216.0 $205K 0.00% NEW $168.68 +55.8%
1297 SHLD GLOBAL X FDS 3,386.0 $204K 0.00% NEW $60.36 -3.3%
1298 VMI VALMONT INDS INC Industrials 621.0 $204K 0.00% NEW $329.11 +72.8%
1299 AIZ ASSURANT INC Financial Services 1,029.0 $203K 0.00% NEW $197.49 +33.9%
1300 FXL FIRST TR EXCHANGE TRADED FD 1,279.0 $201K 0.00% NEW $157.36 +31.6%
Page 65 of 72  ·  1,429 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 33.1%
Communication Services 8.8%
Industrials 5.3%
Healthcare 4.4%
Consumer Cyclical 3.5%
Consumer Defensive 2.9%
Energy 1.7%
Utilities 1.0%
Real Estate 0.9%